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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
501
First Bankers Trust
Kentucky
$678K
GT
502
Greenleaf Trust
Michigan
$675K +$42.1K +277 +6%
CF
503
Cantor Fitzgerald
New York
$674K -$112K -735 -13%
MWM
504
Modera Wealth Management
New Jersey
$672K +$10.8K +71 +1%
MLICM
505
Metropolitan Life Insurance Company (MetLife)
New York
$671K -$40.3K -265 -5%
EP
506
Eudaimonia Partners
Tennessee
$671K -$42.1K -277 -5%
SLAM
507
Swiss Life Asset Management
$669K -$8.32M -54,760 -91%
CL
508
Choreo LLC
Illinois
$667K -$26.7K -176 -3%
TF
509
Tompkins Financial
New York
$663K -$3.8K -25 -0.5%
PFPT
510
Pinnacle Financial Partners (Tennessee)
Tennessee
$661K -$102K -672 -12%
SWA
511
Stratos Wealth Advisors
Ohio
$659K +$22.8K +150 +3%
ECM
512
Exchange Capital Management
Michigan
$658K
PTP
513
Platform Technology Partners
New York
$657K +$72.5K +477 +11%
BRCM
514
Bright Rock Capital Management
Massachusetts
$655K -$1.14M -7,500 -60%
CCG
515
Ceeto Capital Group
Florida
$655K
HWM
516
HB Wealth Management
Georgia
$649K +$74.2K +488 +11%
PFS
517
Prospera Financial Services
Texas
$647K -$29.3K -193 -4%
FNB
518
Farmers National Bank
Kentucky
$644K -$2.28K -15 -0.3%
FTDI
519
First Trust Direct Indexing
Massachusetts
$642K -$166K -1,091 -18%
SSW
520
Smith Shellnut Wilson
Mississippi
$638K
BC
521
Burney Company
Virginia
$635K +$37.2K +245 +5%
CC
522
Cipher Capital
New York
$631K +$732K +4,814 New
SIAG
523
Signet Investment Advisory Group
Rhode Island
$628K -$21.3K -140 -3%
Federated Hermes
524
Federated Hermes
Pennsylvania
$622K +$102K +670 +16%
BMSSC
525
B. Metzler seel. Sohn & Co
Germany
$618K -$4.79M -31,534 -87%